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Retirement Benefits, Investing, and Tax Planning for Business Owners and Contractors

Did you know that you can lower your taxes by contributing to a retirement plan through your business?

Lower Your Taxes
Accelerate Your Retirement Savings
Retain Employees by Offering Retirement Plan Benefits

Helen has been my business mentor since 2013 and I love working with her! She takes the time to really know me and understand my business’ goals. She created a comprehensive plan of action and is always available to answer my questions. She is very knowledgeable and professional. I truly appreciate all that she has done for me over the years.


Did you know...

That contributions to your retirement plan are dollar-for-dollar business expense write-off?
That instead of bonusing your employees, you can contribute to their profit sharing account to avoid payroll taxes?
That you can can have multiple retirement accounts as a business owner to lower your business AND personal taxes?

You already have enough on your plate. Let us take one less responsibility from you to lighten your load.

our Business services

A Snapshot of What We Do for Business Owners and Contractors

Design & Implement Retirement Plan for Your Business
Implement Strategies to Reduce Your Tax Liability
Coordinate Tax and Retirement Plans with Your CPA
Investment Review and Management for Owners & Partners
Process Rollovers and Transfers
Personal Wealth Planning for Owners &Partners
Investment Education for the Team
Ongoing Planning and Maintenance

Types of Business Accounts We Establish and Manage for Clients

Business Brokerage Account

Investment account titled under your partnership, LLC, LLP, etc.

Retirement for Freelancers & Contractors

Solo 401(k)



Retirement for Business Owners with Employees (Benefits for you & your team)

Roth 401(k)

Traditional 401(k)

Safe Harbor 401(k)

Profit Sharing Plan

Cash Balance Pension Plan

Invest for Your Minor Children

Custodial Roth and Brokerage accounts for Minors

(The type of account depends on how your child is employed in your business)

Frequently Asked Questions

We bill an hourly rate for financial consulting services as a stand alone service. A retainer is required.

Of course!

We do not require that you invest with us in order to receive help. It goes the other way around too: we can help you manage your investments as a stand-alone service.


During our onboarding, we will schedule a virtual live webinar with your team to educate them on the specific benefits in the retirement plan and how to take advantage of them. We record this webinar and give it to you as a resource to onboard any new employees. 

Your staff can reach out to us any time with questions. Plus, we host an annual live investment education webinar for your team. 

Of course! You don’t need a team to work with us. 

We will help you select the proper type of retirement account to contribute towards that will simultaneously help you lower your taxes without affecting too much of your cash flow. 

Didn't find an answer to your question?

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Schedule a time with our team to learn more about how we can help you invest and build long-term wealth.